Integrations myphoner Microsoft Sharepoint
myphoner + Microsoft Sharepoint

Connect myphoner and Microsoft Sharepoint to Build Intelligent Automations

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New List Created

New List Created

Triggers when new list is created.

New List Item Created

New List Item Created

Triggers when new item in the list is created.

Updated List Item

Updated List Item

Trigger when existing item in the list is updated.

Request a new Trigger for myphoner

Do thisActions

Action is the task that follows automatically within your myphoner integrations.

Create Lead

Create Lead

Create a new lead in the selected Myphoner list with contact and profile details.

Mark Lead as Winner

Mark Lead as Winner

Mark a selected Myphoner lead as a winner. Optionally add an internal comment, assign a category, schedule a callback, or set a follow-up date.

Mark Lead as Lost

Mark Lead as Lost

Mark a Myphoner lead as lost and optionally add a comment, schedule a callback, set a callback delay, or assign a category.

Schedule Callback

Schedule Callback

Mark a Myphoner lead for a callback — set a delay or exact date/time and add an optional comment and category.

Find or Create Lead

Find or Create Lead

Searches a Myphoner list for a lead by full name and optionally creates the lead if none is found.

Create a list

Create a list

Create a new list

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Step by step guides to integrate myphoner and Microsoft Sharepoint

Frequently Asked Questions

How do I start an integration between myphoner and Microsoft Sharepoint?

To start, connect both your myphoner and Microsoft Sharepoint accounts to viaSocket. Once connected, you can set up a workflow where an event in myphoner triggers actions in Microsoft Sharepoint (or vice versa).

Can we customize how data from myphoner is recorded in Microsoft Sharepoint?

Absolutely. You can customize how myphoner data is recorded in Microsoft Sharepoint. This includes choosing which data fields go into which fields of Microsoft Sharepoint, setting up custom formats, and filtering out unwanted information.

How often does the data sync between myphoner and Microsoft Sharepoint?

The data sync between myphoner and Microsoft Sharepoint typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from myphoner to Microsoft Sharepoint?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between myphoner and Microsoft Sharepoint?

Yes, you can set conditional logic to control the flow of data between myphoner and Microsoft Sharepoint. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

myphoner

About myphoner

Myphoner is a cold calling tool used for lead management and lead tracking, with the focus of creating a superior workflow for the sales agent.

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Microsoft Sharepoint

About Microsoft Sharepoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

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